SOP: Sales Workflow - Ledger University | Ledger1 CMS

Compare Us Industries Locations

Features Pricing FAQ Blog Support

SOPs & Training Resources

Sales

SOP: Sales Workflow
Lead Management Workflow

General

Welcome to Ledger University

1. Overview

Overview and Introduction

2. User Management

User Roles Explained
Account Creation and Login
Password Reset and Security

CMS Editing

Using the Visual Content Editor

Technical

OAuth & BYOK Setup Guide

Vendor Ops

Vendor Onboarding SOP

3. Content Management

Creating Knowledge Base Articles
Managing Media Assets
Publishing and Unpublishing

Integrations

Connecting Third-Party Apps

4. Team & Enrollment

Team Onboarding & Access

5. System Administration

System Configuration
Performance & Maintenance

6. API & Developers

API Authentication
API Endpoints Reference
Data Models

University/Sales

SOP: Sales Workflow

Sales Workflow SOP

Standard Operating Procedure for handling new leads.

Lead Qualification: Review the lead score in the CRM.

Initial Contact: Use the Voice Agent or email template #1.

Demo Scheduling: If positive, book a demo via the calendar integration.

Follow-up: Set a task for 2 days later if no response.

Your 24/7 AI workforce. Sales, Support, and Growth on autopilot.

Product

Features
Pricing
VoiceHUB
PortalPay

Company

About Us
Careers
Contact
Newsletter

Legal

Privacy Policy
Terms of Service
Cookie Policy

Resources

Documentation
Blog
University

© 2025 Ledger AI. All rights reserved.